Dear Member: Thank you for taking the time to review and vote for the candidates for officers and board members. With the votes tallied, I would like to welcome the new members of the SIFM Board of Directors: William Burke, Partner, PwC Brian Clouse, Partner, Mazars USA LLP Dana D’Amelio, Partner, EY Russell Sommers, Senior […]
SIFM Letter from President Sean Egan Read More »
Caldwell NJ, October 23, 2020 – The SIFM announces new officers serving 2-year terms: President Sean Egan, Partner New York Financial Services of KPMG; Executive Vice President John Yoon, Managing Director of AIG; and Vice President and Treasurer Gregory Giardiello, Deputy Chief Financial Officer & Chief Accounting Officer of QBE North America Also announcing newly
SIFM Announces Election of New Officers Read More »
Mr. Zielinski has over 10 years of experience within the financial services taxation industry with a specialization in insurance. RJ has served various clients in life insurance, property & casualty insurance, health insurance, reinsurance, and financial guarantee companies. He has significant experience in accounting for income taxes, statutory tax accounting, insurance tax advisory services, tax
Zielinski – Partner, Deloitte Read More »
John Swanick has over 40 years of experience in public accounting and management consulting serving both public and non-public clients within the financial services and insurance sectors. He has assisted clients ranging from startups to Fortune 50 on a range of engagements in audit, advisory, and tax, as well as corporate governance, strategy, mergers and
Swanick – Senior Director, Insurance Practice, Centri Business Consulting LLC Read More »
Ms. Sposato is the Insurance Sector Leader for Finance within EY’s Financial Services Office Advisory Practice. She has over 25 years of experience in the financial services industry; 17 years in consulting (serving insurance clients) and over 10 years in the insurance industry focused on property and casualty clients as well as life and annuity
Sposato – Principal, EY Read More »
Russell Sommers has more than 17 years of experience in serving insurance companies through an array of projects, including internal audit, Sarbanes-Oxley and NAIC Model Audit Rule audit, cybersecurity consulting, regulatory compliance consulting, internal controls advisory, IT audit, enterprise risk management, vendor risk management, enterprise risk management and SOC reporting. Russ co-leads Baker Tilly’s IT
Sommers – Principal, Baker Tilly Advisory Group Read More »
Sarah Sheldon concentrates on indirect tax planning, transfer pricing, and state and local controversy. Sarah’s experience is in procedural, corporate, and international tax with both the private and public sectors. Prior to Lincoln Financial Group, Sarah worked with MetLife. Sarah also worked for the IRS Office of the Chief Counsel in Washington, DC where she
Sheldon – VP, Head of Tax Legal, Lincoln Financial Group Read More »
Dr. Frank Schmid is also a member of the executive board of Gen Re AG in Cologne. Frank is an insurance industry thought leader with a unique breadth of business and organizational leadership, academic achievements, and central banking experience. Previously, Frank was affiliated with AIG, the National Council of Compensation Insurance, and the Federal Reserve
Schmid – Chief Technology Officer, Gen Re Read More »
Mr. Schneider is a managing director at KPMG Corporate Finance LLC, the wholly owned investment banking subsidiary of KPMG LLP. Joe focuses on the insurance sector, advising P&C and life carriers as well as insurance services firms such as brokers, managing general agencies, third party administrators and other nonrisk-taking insurance businesses on mergers & acquisitions,
Schneider – Managing Director, American Family Insurance Read More »
Mr. Schmoyer has over 17 years of experience. He helps financial services clients assess their digital growth strategy for alignment with corporate vision and capabilities, improve their operating models through process technology design and implementation projects, enable successful migration to the cloud (e.g., AWS, MS Azure) for improved performance and cost savings, and modernize data
